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Oct 31, 2025
GitLab Q3 2026 Earnings Report
GitLab reported Q3 results with strong revenue growth and continued investment in AI-driven DevSecOps tools.
Key Takeaways
GitLab delivered solid Q3 results with $244.4M in revenue and positive free cash flow. Despite a GAAP net loss, non-GAAP profitability remained strong. The company continued expanding its customer base and enhancing its AI-driven product suite.
Total revenue reached $244.4 million, marking a 25% increase year-over-year.
Non-GAAP operating margin improved significantly to 18%, up from 13% in the prior year.
Operating cash flow was $31.4 million, a substantial improvement from a negative cash flow in the previous year.
The company announced Jessica Ross as the new Chief Financial Officer, effective January 15, 2026.
Revenue by Segment
Forward Guidance
GitLab expects continued revenue growth and strong non-GAAP profitability in Q4 FY26 and full-year FY26.
Positive Outlook
- Q4 FY26 revenue guidance of $251M–$252M
- FY26 total revenue expected between $946M–$947M
- Non-GAAP operating income forecasted at $38M–$39M for Q4
- Non-GAAP EPS expected at $0.22–$0.23 in Q4
- Ongoing investment in AI and DevSecOps product expansion
Challenges Ahead
- GAAP net losses expected to continue in Q4
- Macro uncertainty may impact IT spending
- Competitive pressures in the DevOps space
- Fluctuations in operating margins between GAAP and non-GAAP
- No GAAP net income guidance provided due to variability
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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